AP

Alta Park Capital, LP

13F
Alta Park Capital, LP
Last update 2025-05-15 21 Stocks (5 new)
Value $515.00 Mil Turnover 30 %
Countries:
Top Holdings: BABA(11.37%)MELI(7.92%)S(7.45%)NU(6.78%)NFLX(6.56%)
Summary Stock Picks Current Portfolio
Alta Park Capital, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BABA
Alibaba Group Holding Ltd
443,258
58,612.0
New Holding
11.370
+11.37%
0.020
+10.96%
+44.15%
286,769.7
Retail - Cyclical
MELI
MercadoLibre Inc
20,917
40,806.3
+239.07%
7.920
+5.58%
0.040
+16.50%
+40.89%
121,459.3
Retail - Cyclical
S
SentinelOne Inc
2,111,954
38,395.3
0%
7.450
0%
0.640
+22.88%
-10.50%
6,606.5
Software
NU
Nu Holdings Ltd
3,410,095
34,919.4
-18.66%
6.780
-1.06%
0.070
+21.20%
+25.29%
62,620.8
Banks
NFLX
Netflix Inc
36,269
33,821.9
-26.37%
6.560
-1.52%
0.010
+22.72%
+36.02%
515,966.9
Media - Diversified
SPOT
Spotify Technology SA
59,674
32,822.5
-6.54%
6.370
-0.24%
0.030
+24.87%
+55.97%
143,085.2
Interactive Media
COMP
Compass Inc
3,673,958
32,073.7
+13.45%
6.220
+0.74%
0.700
-0.66%
+16.49%
3,552.1
Real Estate
APP
AppLovin Corp
109,682
29,062.4
+15.64%
5.640
+0.76%
0.030
+58.56%
+11.70%
122,405.9
Media - Diversified
FWONK
Liberty Media Corp
294,523
26,510.0
-10.76%
5.140
-0.43%
0.120
+23.85%
+11.23%
25,439.8
Media - Diversified
NDAQ
Nasdaq Inc
345,449
26,205.8
+3.51%
5.090
+0.17%
0.060
+26.48%
+15.98%
51,148.5
Capital Markets

Alta Park Capital, LP's Historical Top Holdings Breakdowns

Alta Park Capital, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BABA
Alibaba Group Holding Ltd
2025-03-31
New Buy
New Buy
+11.37%
●
80.53 ($115.31) 147.57
$120.19
4.23%
New holding
443,258
443,258
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-7.25%
●
190.26 ($217) 242.06
$227.64
4.90%
Sold Out
0
-252,440
MELI
MercadoLibre Inc
2025-03-31
Add
Add
+5.58%
●
1739 ($1984.94) 2260
$2,395.77
20.70%
Add 239.07%
20,917
14,748
JD
JD.com Inc
2025-03-31
New Buy
New Buy
+4.73%
●
33.1 ($40.14) 45.21
$33.43
-16.72%
New holding
593,216
593,216
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Sold Out
Sold Out
-4.31%
●
165.25 ($194.34) 224.62
$241.09
24.06%
Sold Out
0
-166,959
WIX
Wix.com Ltd
2025-03-31
Sold Out
Sold Out
-3.62%
●
163.38 ($207.73) 246.76
$155.43
-25.18%
Sold Out
0
-128,999
ADSK
Autodesk Inc
2025-03-31
Sold Out
Sold Out
-3.48%
●
246.93 ($284.41) 311.36
$297.07
4.45%
Sold Out
0
-89,971
ZM
Zoom Communications Inc
2025-03-31
New Buy
New Buy
+3.27%
●
72.23 ($79.69) 88.64
$74.58
-6.41%
New holding
228,317
228,317
XYZ
Block Inc
2025-03-31
Sold Out
Sold Out
-3.26%
●
54.04 ($74.64) 92.95
$79.16
6.06%
Sold Out
0
-292,870
HOOD
Robinhood Markets Inc
2025-03-31
Sold Out
Sold Out
-2.68%
●
35.63 ($47.54) 65.28
$108.30
127.80%
Sold Out
0
-550,460

Alta Park Capital, LP Total Holding History ($B)

To

Alta Park Capital, LP's Asset Allocation

To

Alta Park Capital, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alta Park Capital, LP's Hypothetical Growth since 2025-03-31

Alta Park Capital, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Alta Park Capital, LP's Holdings Heat Map

Size field:

Alta Park Capital, LP's Holdings Bubble Chart

Alta Park Capital, LP News

  • 1

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